Leslie Global Wealth
Latest statistics and disclosures from Leslie Global Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPYG, SPYV, SPYM, SPDW, AAPL, and represent 55.22% of Leslie Global Wealth's stock portfolio.
- Added to shares of these 10 stocks: IVE, SLYV, SPEM, SPDW, GEV, AEP, SPYV, AMAT, COST, T.
- Started 11 new stock positions in SHEL, JPST, LRCX, GEV, NEM, AMAT, IVE, AEP, T, COST. CAT.
- Reduced shares in these 10 stocks: JAAA (-$28M), IAU, SPYM, IVW, JMUB, IWM, SPYG, SPY, XLG, QUAL.
- Sold out of its positions in JMUB, JAAA, PLTR, UBER.
- Leslie Global Wealth was a net seller of stock by $-27M.
- Leslie Global Wealth has $190M in assets under management (AUM), dropping by -14.62%.
- Central Index Key (CIK): 0001954832
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Portfolio Holdings for Leslie Global Wealth
Leslie Global Wealth holds 79 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Series Trust State Street Spd (SPYG) | 16.6 | $32M | 322k | 97.91 |
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| Spdr Series Trust State Street Spd (SPYV) | 14.7 | $28M | 494k | 56.58 |
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| Spdr Series Trust State Street Spd (SPYM) | 14.0 | $27M | -4% | 347k | 76.54 |
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| Spdr Index Shs Fds State Street Spd (SPDW) | 6.1 | $12M | +6% | 252k | 45.65 |
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| Apple (AAPL) | 3.9 | $7.3M | 29k | 253.79 |
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| Ishares Gold Tr Ishares New (IAU) | 3.6 | $6.8M | -16% | 77k | 88.16 |
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| Spdr Series Trust State Street Spd (SPSM) | 3.4 | $6.5M | 135k | 48.32 |
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| Wisdomtree Tr Wisdomtree Us Va (WTV) | 3.4 | $6.5M | -3% | 69k | 94.73 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 3.2 | $6.1M | 11k | 577.18 |
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| Spdr Series Trust State Street Spd (SLYG) | 3.0 | $5.7M | -4% | 59k | 96.62 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 2.7 | $5.0M | -5% | 28k | 179.03 |
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| Spdr Index Shs Fds State Street Spd (SPEM) | 2.6 | $4.9M | +23% | 105k | 46.91 |
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| Global X Fds Rate Preferred (PFFV) | 1.8 | $3.5M | -5% | 160k | 21.83 |
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| Ishares Tr Russell 2000 Etf (IWM) | 1.5 | $2.8M | -15% | 12k | 248.00 |
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| Realty Income (O) | 1.3 | $2.5M | -6% | 41k | 61.18 |
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| Spdr Series Trust State Street Spd (SLYV) | 1.2 | $2.3M | +721% | 24k | 98.81 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 1.1 | $2.1M | NEW | 9.8k | 211.15 |
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| NVIDIA Corporation (NVDA) | 1.1 | $2.0M | +5% | 11k | 174.40 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.7 | $1.3M | -25% | 1.9k | 650.34 |
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| Amazon (AMZN) | 0.6 | $1.2M | 5.6k | 208.27 |
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| Microsoft Corporation (MSFT) | 0.6 | $1.1M | +4% | 3.1k | 370.17 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.6 | $1.1M | +4% | 11k | 97.23 |
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| Oracle Corporation (ORCL) | 0.4 | $849k | 5.8k | 147.11 |
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| Eli Lilly & Co. (LLY) | 0.4 | $789k | 858.00 | 919.77 |
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| Broadcom (AVGO) | 0.4 | $769k | +4% | 2.5k | 309.51 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.4 | $765k | -53% | 6.8k | 113.11 |
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| Meta Platforms Cl A (META) | 0.4 | $729k | +2% | 1.3k | 572.13 |
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| Goldman Sachs (GS) | 0.4 | $718k | +13% | 849.00 | 845.99 |
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| Bank of America Corporation (BAC) | 0.4 | $708k | 15k | 48.75 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $685k | 2.4k | 287.56 |
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| Philip Morris International (PM) | 0.4 | $670k | 4.0k | 165.34 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $669k | 2.3k | 286.86 |
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| Abbvie (ABBV) | 0.3 | $639k | -13% | 2.9k | 217.49 |
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| Spdr Series Trust State Street Spd (SPMD) | 0.3 | $577k | 9.7k | 59.22 |
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| Nextera Energy (NEE) | 0.3 | $563k | -2% | 6.1k | 92.88 |
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| Spdr Series Trust State Street Spd (SPHY) | 0.3 | $548k | -21% | 24k | 23.32 |
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| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.3 | $542k | -36% | 9.9k | 54.55 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $516k | +3% | 1.1k | 479.20 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $497k | 2.9k | 169.66 |
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| United Rentals (URI) | 0.3 | $496k | 681.00 | 728.56 |
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| Johnson & Johnson (JNJ) | 0.3 | $480k | +2% | 2.0k | 244.44 |
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| Verizon Communications (VZ) | 0.2 | $471k | 9.4k | 50.20 |
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| Honeywell International | 0.2 | $456k | 2.0k | 226.03 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.2 | $447k | +9% | 1.3k | 337.95 |
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| Tesla Motors (TSLA) | 0.2 | $410k | -13% | 1.1k | 371.75 |
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| Wal-Mart Stores (WMT) | 0.2 | $408k | -2% | 3.3k | 124.28 |
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| Eversource Energy (ES) | 0.2 | $405k | -17% | 5.8k | 69.28 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $383k | 1.3k | 294.16 |
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| Reaves Util Income Com Sh Ben Int (UTG) | 0.2 | $380k | 9.7k | 39.28 |
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| Altria (MO) | 0.2 | $360k | 5.4k | 65.99 |
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| McDonald's Corporation (MCD) | 0.2 | $338k | +2% | 1.1k | 310.79 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $332k | 1.7k | 192.90 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $332k | 664.00 | 499.66 |
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| Southern Company (SO) | 0.2 | $329k | +5% | 3.4k | 96.52 |
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| Chevron Corporation (CVX) | 0.2 | $328k | -2% | 1.6k | 206.90 |
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| Canadian Pacific Kansas City (CP) | 0.2 | $326k | 4.1k | 78.66 |
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| Micron Technology (MU) | 0.2 | $321k | +2% | 949.00 | 337.84 |
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| Merck & Co (MRK) | 0.2 | $290k | -6% | 2.4k | 120.29 |
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| Ge Vernova (GEV) | 0.1 | $272k | NEW | 311.00 | 872.90 |
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| American Electric Power Company (AEP) | 0.1 | $270k | NEW | 2.1k | 131.08 |
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| Cummins (CMI) | 0.1 | $269k | -10% | 500.00 | 538.02 |
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| Ge Aerospace Com New (GE) | 0.1 | $268k | 945.00 | 283.77 |
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| Abbott Laboratories (ABT) | 0.1 | $264k | -8% | 2.6k | 102.67 |
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| International Business Machines (IBM) | 0.1 | $256k | 1.1k | 242.39 |
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| Applied Materials (AMAT) | 0.1 | $253k | NEW | 740.00 | 341.79 |
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| Allstate Corporation (ALL) | 0.1 | $237k | 1.1k | 207.34 |
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| Aon Shs Cl A (AON) | 0.1 | $234k | 724.00 | 322.78 |
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| Nice Sponsored Adr (NICE) | 0.1 | $231k | 2.1k | 110.26 |
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| Visa Com Cl A (V) | 0.1 | $229k | 757.00 | 302.24 |
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| Costco Wholesale Corporation (COST) | 0.1 | $226k | NEW | 227.00 | 996.43 |
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| At&t (T) | 0.1 | $225k | NEW | 7.8k | 28.99 |
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| Hubbell (HUBB) | 0.1 | $222k | 453.00 | 490.74 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $222k | +2% | 1.2k | 191.92 |
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| Advanced Micro Devices (AMD) | 0.1 | $217k | +5% | 1.1k | 203.43 |
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| Newmont Mining Corporation (NEM) | 0.1 | $216k | NEW | 2.0k | 108.25 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.1 | $213k | NEW | 4.2k | 50.61 |
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| Shell Spon Ads (SHEL) | 0.1 | $208k | NEW | 2.2k | 93.00 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $208k | NEW | 971.00 | 213.66 |
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| Caterpillar (CAT) | 0.1 | $205k | NEW | 289.00 | 708.46 |
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Past Filings by Leslie Global Wealth
SEC 13F filings are viewable for Leslie Global Wealth going back to 2024
- Leslie Global Wealth 2026 Q1 filed May 15, 2026
- Leslie Global Wealth 2025 Q4 filed Feb. 2, 2026
- Leslie Global Wealth 2025 Q3 filed Oct. 22, 2025
- Leslie Global Wealth 2025 Q2 filed Aug. 13, 2025
- Leslie Global Wealth 2025 Q1 filed May 14, 2025
- Leslie Global Wealth 2024 Q4 filed Feb. 14, 2025
- Leslie Global Wealth 2024 Q3 filed Oct. 30, 2024
- Leslie Global Wealth 2024 Q2 filed July 31, 2024